Feb. 15, 2024

Too Many Choices?

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From a few stocks and bonds, investment options are practically beyond comprehension. How do you pick the best portfolio pieces from the bewidering mix of choices? We discuss the incredible failure of one such hot investment vehicles, ARKK.
Listeners ask:

Can you be both the owner and beneficiary of a 529 Plan?

Do 401k assets count in the pro-rata requirements for a backfoor IRA?


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